See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,232 | $118,849-12.3% | $96,562+7.9% | $167,490-37.8% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 22.99% | 50.49%-27.5pp | 37.78%-14.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,147 | $3,120-31.2% | $2,356-8.9% | $4,837-55.6% |
| Participant deferral / active EE | $4,501 | $4,616-2.5% | $3,849+16.9% | $6,341-29.0% |
| Admin fee / account holder | $8,853 | $8,065+9.8% | $6,181+43.2% | $12,309-28.1% |